Contract Fields

The following fields are included in the contract form, along with recommendations for their use.

Name

Enter the name of the contract in the “Name” field. If a unique identifier is assigned to the contract, it can be added at the beginning of the name. Example: 2EGXQ2W – 3-year Dell ProSupport and on-site repair for CMP00035.

Category

Select the appropriate category for the contract in the “Category” field.

Status

The “Status” field displays the current status of the contract. The following options are available: In Progress – work on the contract has not yet been completed. Scheduled for Activation – work on the contract is complete, and it will be automatically activated upon the start date. Active – the contract is currently in effect. The “Status” field automatically changes from “Scheduled for Activation” to “Active” when the contract start date is reached. Expired – the contract is no longer in effect. The “Status” field automatically changes from “Active” to “Expired” at the end of the day selected in the “Expiration Date” field. It is not possible to manually set the “Status” field to “Expired”.

Customer

Select the organization that pays for the contract in the “Customer” field.

Customer Representative

Select the person representing the contract customer in the “Customer Representative” field.

Vendor

Select the organization that provided the contract to the customer in the “Vendor” field.

Vendor Contact

Select the person representing the vendor of the contract in the “Vendor Contact” field.

Start Date

Select the first day of the contract’s effective date in the “Start Date” field. The contract becomes active on this date, and a configuration item (CI) associated with the contract is automatically set to this date if it was not previously specified.

Notification Date

Specify the last day you can contact the vendor organization to terminate the contract and end it by a specified date in the “Notification Date” field. If you do not need to notify the vendor to terminate the contract, leave the “Expiration Date” field blank. If you need to send a notification to terminate the contract, leave the “Expiration Date” field blank.

Expiration Date

Specify the date by which the contract will be in effect in the “Expiration Date” field. If the contract is not renewed before this date, it will end at the end of that day. After the expiration date, the contract status is automatically set to “Expired”. If a notification is required to terminate the contract, leave the “Expiration Date” field blank.

Time Zone

Select the time zone that applies to start dates, notifications and expiration dates in the “Time Zone” field. The default time zone is set to space.

Notes

Add any additional information about the contract in the “Notes” field, which may be helpful. Basic text formatting is possible in this field.

Attachments

The “Attach File” field is a link to attach a file to the contract. Multiple attachments are allowed.

Coverage

Configuration Items (CI)

Select the configuration items (CI) to which the contract applies in the “Configuration Items (CI)” field.

Invoices

Invoices

List all invoices added to the contract in the “Invoices” field. For each invoice, you can see the date, number, description and amount. The total sum of all invoices for this contract is calculated from individual sums.